Sheets Smith Wealth Management
$958M 13F equity value
418 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Sheets Smith Wealth Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 67,682 | $47M | 5.0% |
| IVV | ISHARES TR | 54,987 | $42M | 4.4% |
| GOOG | ALPHABET INC | 87,841 | $30M | 3.1% |
| KO | COCA COLA CO | 317,792 | $27M | 2.9% |
| AVTM | AMERICAN CENTY ETF TR | 484,908 | $27M | 2.8% |
| SCHX | SCHWAB STRATEGIC TR | 739,057 | $22M | 2.3% |
| AMZN | AMAZON COM INC | 83,357 | $21M | 2.2% |
| QQQ | INVESCO QQQ TR | 25,090 | $19M | 1.9% |
| SPYM | SPDR SERIES TRUST | 178,266 | $16M | 1.7% |
| LLY | ELI LILLY & CO | 13,727 | $16M | 1.7% |
Track Sheets Smith Wealth Management's 13F portfolio: $958M in reported holdings, 418 positions. Top holdings and quarterly changes on SentiSense.
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